Field Team Success

Communicate

Checkin

The key to an effective field team is being responsive to the right customers, and the right time; Fieldforce helps keep your whole team on task, with built-in CRM, geo-tracking and analytics.

Report

Fieldforce makes real-time reporting a single-touch away, with an integrated field account survey process, you can get meaningful updates on every account, without the tedious process of traditional CRM systems.

Share

With Fieldforce, you team does more than share location: with a built-in CRM system that automatically synchronizes across all users and devices, and works off-line, your team will always be armed with the right information.

Mobile App Features

Your team can get started in as little as 15 minutes. Download the iOS or Android apps to register your Fieldforce account and start your 30-day trial. Invite other team members to join your team, sending invitations from within the app itself, and they’ll receive an email link to help them download the app, register and join your team. Contact us directly if you need to pre-register larger teams.

Fieldforce mobile apps are location aware, using passive location awareness based on the simple act of checking into an account. The mobile apps are integrated to the Factual Geo-Services to automatically recognize major accounts nearby. And the real-time location of your team is available for viewing on the web portal.

CRM systems are notoriously tedious to use an administer, let alone too costly for small teams to deploy. Fieldforce uses the shared phonebook analogy to provide a simple, and automated CRM system. Build up your CRM data automatically by just “checking in” to your customers using the built-in location based services, or optionally import existing customer contact data from your phonebook.

Once you’ve completed the checkin, your status, location and account details are shared seamless with the rest of your team. Synchronization between all of your team’s devices and the web portal are handled automatically.

We understand that field service teams are always connected to cellular networks, so we’ve designed the Fieldforce mobile apps to work offline as well. Meeting notes, account status updates, and location history are all cached and synchronized the next time an internet connection becomes available.

Web Portal Features

Team Dashboard & Analytics

The integrated web portal acts as a dashboard for all of your team’s activities. Get real-time location updates, query account statistics and check the integrated team calendar. Plus, with the Fieldforce 4.0 release, we’re introducing the ability to create custom surveys. Use the web portal to develop new surveys and push these to your team. Then, the next time your field service team completes a service call, they can complete these surveys and share with you in real time. Survey responses can be exported for deeper analysis, including location mapping and geo-fencing.